$789 Million is the total value of Consulta Ltd's 11 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was 46.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $119,452,000 | +82.2% | 825,000 | +78.6% | 15.15% | +89.0% |
| HCA | HCA HOLDINGS INC | $103,964,000 | -1.3% | 1,350,000 | 0.0% | 13.18% | +2.3% | |
| HHC | Sell | HOWARD HUGHES CORP | $102,888,000 | -2.8% | 900,000 | -10.0% | 13.05% | +0.8% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $86,377,000 | +11.8% | 1,325,000 | +4.7% | 10.95% | +16.0% |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $85,740,000 | – | 375,000 | +100.0% | 10.87% | – |
| DVA | Sell | DAVITA HEALTHCARE PARTNERS I | $77,320,000 | -4.2% | 1,000,000 | -9.1% | 9.80% | -0.6% |
| ST | Buy | SENSATA TECHNOLOGIES HLDG NV | $69,780,000 | -4.2% | 2,000,000 | +6.7% | 8.85% | -0.6% |
| V | Sell | VISA INC | $55,628,000 | -14.4% | 750,000 | -11.8% | 7.05% | -11.2% |
| ALSN | Sell | ALLISON TRANSMISSION HLDGS I | $35,288,000 | -52.4% | 1,250,000 | -54.5% | 4.48% | -50.7% |
| AIG | Buy | AMERICAN INTL GROUP INC | $30,412,000 | +221.5% | 575,000 | +228.6% | 3.86% | +233.6% |
| JPM | New | JPMORGAN CHASE & CO | $21,749,000 | – | 350,000 | +100.0% | 2.76% | – |
| PAH | Exit | PLATFORM SPECIALTY PRODS COR | $0 | – | -750,000 | -100.0% | -0.79% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -175,000 | -100.0% | -3.03% | – |
| WFC | Exit | WELLS FARGO & CO NEW | $0 | – | -605,000 | -100.0% | -3.58% | – |
| CHTR | Exit | CHARTER COMMUNICATIONS INC Dcl a new | $0 | – | -500,000 | -100.0% | -12.37% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-08-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| COMCAST CORP NEW | 37 | Q3 2023 | 22.8% |
| HCA HOLDINGS INC | 34 | Q3 2023 | 16.0% |
| BERKSHIRE HATHAWAY INC DEL | 26 | Q3 2023 | 18.6% |
| ALPHABET INC | 26 | Q3 2023 | 15.1% |
| JPMORGAN CHASE & CO | 24 | Q3 2023 | 13.8% |
| VISA INC | 23 | Q3 2023 | 20.8% |
| HOWARD HUGHES CORP | 23 | Q3 2019 | 13.5% |
| THERMO FISHER SCIENTIFIC INC | 19 | Q3 2023 | 7.2% |
| UNITEDHEALTH GROUP INC | 17 | Q3 2023 | 16.3% |
| SENSATA TECHNOLOGIES HLDG NV | 17 | Q2 2017 | 16.6% |
View Consulta Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Consulta Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.